BAM
Baldrige Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $12K | Sell |
241
-75
| -24% | -$3.73K | ﹤0.01% | 248 |
|
|
2022
Q4 | $14K | Hold |
316
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $12K | Buy |
316
+27
| +9% | +$1.03K | 0.01% | 236 |
|
|
2022
Q2 | $13K | Hold |
289
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $15K | Sell |
289
-319
| -52% | -$16.6K | 0.01% | 244 |
|
|
2021
Q4 | $31K | Hold |
608
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $31K | Buy |
608
+173
| +40% | +$8.82K | 0.01% | 197 |
|
|
2021
Q2 | $23K | Buy |
+435
| New | +$23K | 0.01% | 226 |
|